First Capital Advisors Group’s A.O. Smith AOS Stock Holding History

First Capital Advisors Group’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$5.02K	Buy	+69	New	+$4.72K	﹤0.01%	665
2018 Q2	–	Sell	-40	Closed	-$3K	–	205
2018 Q1	$3K	Buy	+40	New	+$2.58K	﹤0.01%	690

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Capital Advisors Group's AOS Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in A.O. Smith (AOS) in Q2 2023: 69 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in AOS as recently as Q1 2018.

First Capital Advisors Group first reported a position in AOS in Q1 2018 and has held it in 2 quarters since. 585 funds tracked by Wall St. Rank hold AOS as of Q2 2023.

First Capital Advisors Group held 69 shares of A.O. Smith worth $5.02K as of Q2 2023.
A.O. Smith was a new First Capital Advisors Group position in Q2 2023.
A.O. Smith made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #665 holding.
First Capital Advisors Group first reported a position in A.O. Smith in Q1 2018 and has held it in 2 quarters since.
585 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.